Walkner Condon Financial Advisors LLC Sells in Q4 2024

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-843
- 0.47%
$63.27 - $70.31 $53.3K - $59.3K
179K $11.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.99K
- 2.34%
$38.37 - $42.82 $306K - $342K
333K $12.8M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-10.8K
- 3.59%
$46.07 - $48.17 $499K - $522K
290K $13.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-29.8K
- 6.57%
$24.55 - $25.16 $731K - $749K
424K $10.4M
FTCS
First Trust Capital Strength E

ETFs
-5.3K
- 3.39%
$87.62 - $94.03 $464K - $498K
151K $13.2M
VEA
Vanguard Ftse Developed Market

ETFs
-4.62K
- 3.78%
$47.57 - $52.44 $220K - $242K
118K $5.62M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-15.1K
- 8.42%
$25.34 - $27.3 $384K - $413K
165K $4.17M
GOOG
Alphabet Inc.

Communication Services
-5.47K
- 41.5%
$163.08 - $198.16 $891K - $1.08M
7.71K $1.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.25K
- 10.02%
$567.81 - $607.81 $712K - $762K
11.3K $6.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-17.2K
- 45.46%
$26.05 - $29.17 $449K - $503K
20.7K $541K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.86K
- 6.47%
$114.08 - $125.68 $212K - $234K
26.9K $3.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.95K
- 1.75%
$44.04 - $49.49 $86.1K - $96.7K
110K $4.82M
DGRO
Ishares Core Dividend Growth E

ETFs
-7.05K
- 30.0%
$60.73 - $64.94 $428K - $458K
16.4K $1.01M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-17.6K
- 54.72%
$21.66 - $22.69 $382K - $400K
14.6K $317K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-364
- 0.68%
$39.22 - $47.52 $14.3K - $17.3K
53.4K $2.11M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-13.4K
- 27.25%
$24.94 - $26.14 $333K - $349K
35.6K $890K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-8.29K
- 32.15%
$36.01 - $38.42 $299K - $319K
17.5K $631K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-260
- 0.66%
$79.93 - $88.06 $20.8K - $22.9K
39.2K $3.14M
HDV
Ishares Core High Dividend ETF

ETFs
-2.2K
- 14.32%
$110.82 - $121.28 $243K - $266K
13.1K $1.47M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.26K
- 27.24%
$53.94 - $58.15 $284K - $306K
14.1K $792K
PEP
Pepsico Inc

Consumer Defensive
-1.4K
- 44.87%
$151.29 - $176.1 $212K - $246K
1.72K $261K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.37K
- 14.13%
$42.84 - $45.38 $187K - $198K
26.5K $1.14M
USFR
Wisdomtree Floating Rate Treas

ETFs
-5.17K
- 22.02%
$50.23 - $50.46 $259K - $261K
18.3K $920K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.54K
- 6.63%
$77.86 - $79.27 $198K - $202K
35.8K $2.79M
MSFT
Microsoft Corp

Technology
-175
- 0.94%
$406.35 - $454.46 $71.1K - $79.5K
18.4K $7.77M
MRK
Merck & Co., Inc.

Healthcare
-1.61K
- 34.31%
$96.31 - $114.76 $155K - $185K
3.08K $306K
LLY
Eli Lilly & CO

Healthcare
-137
- 14.65%
$727.2 - $932.06 $99.6K - $128K
798 $616K
FEMB
First Tr ETF Emerging Markets

ETFs
-2.68K
- 6.46%
$25.98 - $28.92 $69.6K - $77.5K
38.8K $1.01M
SLVP
Ishares Msci Global Silver And

ETFs
-7.07K
- 11.79%
$11.44 - $15.55 $80.8K - $110K
52.9K $609K
VBR
Vanguard Small Cap Value ETF

ETFs
-750
- 5.69%
$197.36 - $217.3 $148K - $163K
12.4K $2.46M
VNQ
Vanguard Specialized Funds Van

ETFs
-426
- 2.59%
$87.85 - $98.6 $37.4K - $42K
16K $1.43M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.86K
- 9.12%
$20.55 - $23.26 $79.4K - $89.9K
38.5K $811K
USXF
Ishares Esg Advanced Msci Usa

Technology
-4.3K
- 5.68%
$48.45 - $52.57 $208K - $226K
71.4K $3.55M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-2.98K
- 12.86%
$46.03 - $47.13 $137K - $141K
20.2K $933K
VUG
Vanguard Growth ETF

ETFs
-681
- 14.99%
$378.79 - $428.11 $258K - $292K
3.86K $1.59M
GLD
Spdr Gold Trust

ETFs
-543
- 5.14%
$236.59 - $257.5 $128K - $140K
10K $2.43M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
-11.5K
- 35.82%
$9.46 - $12.42 $109K - $143K
20.7K $205K
FSIG
First Tr ETF Iv LTD Duration I
-7.13K
- 33.09%
$18.8 - $19.23 $134K - $137K
14.4K $272K
NUDM
Nuveen Esg International Devel

ETFs
-2.52K
- 15.16%
$30.06 - $33.38 $75.6K - $84K
14.1K $422K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
-1.3K
- 2.31%
$21.58 - $23.37 $28.1K - $30.4K
54.9K $1.18M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-6.38K
- 30.04%
$19.8 - $20.06 $126K - $128K
14.9K $294K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-2.3K
- 14.04%
$38.96 - $43.28 $89.6K - $99.6K
14.1K $554K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-1.64K
- 20.92%
N/A
6.2K $463K
FTSL
First Trust Senior Ln Fund

ETFs
-2.63K
- 25.48%
$45.9 - $46.48 $121K - $122K
7.68K $355K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
-1.11K
- 10.72%
$39.01 - $50.76 $43.3K - $56.4K
9.25K $360K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.15K
- 9.81%
$41.74 - $46.2 $89.7K - $99.3K
19.8K $828K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.63K
- 17.44%
$81.6 - $90.89 $133K - $148K
7.7K $660K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-370
- 0.31%
$48.48 - $49.47 $17.9K - $18.3K
119K $5.8M
INDA
Ishares Msci India Index Fund

ETFs
-1.35K
- 22.95%
$52.64 - $58.16 $70.9K - $78.3K
4.52K $237K
Activity Summary
Buys All Purchases 155 New Holdings 32 Increased Positions 123 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email